See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,210 | $127,100-77.0% | $105,738-72.4% | $135,375-78.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -1.80% | 4.49%-6.3pp | 6.27%-8.1pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,288 | $4,107-68.6% | $3,268-60.6% | $4,779-73.0% |
| Participant deferral / active EE | $3,661 | $5,064-27.7% | $4,080-10.3% | $5,609-34.7% |
| Admin fee / account holder | $3,412 | $9,087-62.4% | $6,913-50.6% | $10,827-68.5% |